Check Dynamics before following up on Agile CRM leads
Start follow-up with the Dynamics lead record in view, rather than searching across CRM tabs.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Dynamicscrm get a lead
View a lead.
Why this helps
Before a follow-up, you may have to switch apps and search Dynamics to rediscover what is already known.
- Reduce app switching before follow-up
- Surface existing Dynamics lead context
- Avoid creating a new record when a lookup is enough
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create one from any channel.
- 3In one instruction, ask Notis to review the Agile CRM follow-up candidates available to it and look up corresponding Dynamics leads for context.
- 4Choose a recurring schedule and select where run reports should go.
- 5Run it once with a real candidate and review the returned lead details and report.
Questions about this workflow
Does this workflow create a lead?
No. It uses the Dynamics get-a-lead action to retrieve an existing lead record for context.
What if the Agile CRM data does not include a reliable identifier?
The workflow cannot confidently match records without a shared identifier or enough supplied details. Provide the matching criteria in the instruction or source data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Dynamics365. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
View all invoices.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Annotation
Creates a text or attachment note, optionally linked to a supported record.
Create Account
Create a new account record.
Create Email Activity
Creates and stores a draft email activity without sending the email.
Create Case
Create a new case.
Create Product
Creates a catalog product and returns its selected representation.
Create Contact
Create a new contact.
Create Product Price List Item
Adds an existing product and unit to an existing price list.
Connect any two apps with Notis in the middle.
Agile CRM and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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